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Back焦點股》南亞科：長鑫存儲震撼彈持續發酵 重挫9％
焦點股》南亞科：長鑫存儲震撼彈持續發酵 重挫9％
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自由时报1 hour agoBusiness2 min readChinaView translation

焦點股》南亞科：長鑫存儲震撼彈持續發酵 重挫9％

南亞科長鑫存儲4F²

Quick Look

中國長鑫存儲預告年底前將推出採用4F²架構的伺服器DDR5記憶體，市場擔憂供給擴張及價格競爭，導致南亞科股價重挫9%，創兩個多月新低。外資連續賣超，三大法人同站賣方。南亞科仍看好AI需求強勁，預期第四季價格上漲及毛利率優於第三季。

AI-generated summary

Why It Matters

長鑫存儲為中國記憶體製造商，其預告推出新架構伺服器DDR5記憶體引發市場對DRAM供給格局的關注。南亞科為台灣DRAM大廠，近期受惠於AI需求帶動的價格上漲。

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〔記者林薏茹／台北報導〕中國長鑫存儲日前預告年底前將推出採用4F²架構的伺服器DDR5記憶體，市場對未來供給擴張及價格競爭的疑慮持續發酵，DRAM大廠南亞科（2408）今（15）日股價跳水，早盤一度重挫9.26％、跌至436元，創兩個多月來新低，截至上午10時23分，仍重挫8.2%，暫報441元，成交量4.4萬張。

外資連日出脫南亞科，昨再賣超2.2萬張，已連續賣超3個交易日，累計賣超張數達6.7萬張；投信昨也賣超833張、為連2賣，共賣超2841張；自營商昨也出脫1275張，累計近2個交易日共賣超3855張，三大法人昨同站賣方，共賣超2.5萬張。

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南亞科看好，第三季平均銷售單價（ASP）季增約60%，預期第四季價格還會持續上漲，第四季毛利率可望再優於第三季。南亞科總經理李培瑛也直言，現在市場仍然非常缺貨，AI相關需求尤其強勁，供需缺口也較大，南亞科目前AI基礎設施（含伺服器、網路、儲存及系統管理）占營收超過20%，2027年至2029年相關營收占比還會持續增加。

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What to Watch

AI outlook — possibilities, not facts

  • 南亞科第四季平均銷售單價將持續上漲

    Likely · Within months

  • 南亞科第四季毛利率將優於第三季

    Possible · Within months

Open Questions

  • 長鑫存儲4F² DDR5記憶體的實際產能與上市時間是否如預告？
  • 南亞科在AI基礎設施領域的具體客戶與訂單情況如何？
  • 第四季DRAM價格上漲的動能能否持續抵消新增供給壓力？

Related Topics

南亞科
People林薏茹李培瑛
Organizations長鑫存儲
Places台北
Topics長鑫存儲4F²DDR5伺服器記憶體股價重挫外資賣超
This article was originally published by 自由时报.

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